Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: Larry J. who wrote (32429)	1/28/1998 10:56:00 PM
From: Sector Investor	Read Replies (2) \| Respond to of 61433

<<The only way CSCO is going to reach the top spot in remote access concentrators by the end of the year will be by aquiring Ascend. >> I agree with this. The only other way to become number one is to have a superior product that has already been certified and beta'd and is selling like hotcakes. The 5300 isn't it. CSCO has bought technology and market share more than they have innovated it. Buying COMS doesn't do it either. I also don't think that CSCO will buy ASND. I think they are just talking thru their hat.

To: Larry J. who wrote (32429)	1/28/1998 11:25:00 PM
From: Gary Korn	Respond to of 61433

The only way CSCO is going to reach the top spot in remote access concentrators by the end of the year will be by aquiring Ascend. I know you recall that the last big rumor run-up (after LU, NT, IBM, BAY,& LU again) had Cisco as the buyer. Rumor had it that the place (Ascend, Alameda) was buzzing that Cisco was going to aquire them. Larry, 1. I've missed your posts. 2. Now that (the above) is a very interesting thought. I had forgotten about the CSCO rumor abuzz in Alameda. 3. Maverick, what do you think? Is this a fit? Or is there overlap with Stratacom, etc.? Gary Korn